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Latest West Wealth Group, LLC Stock Portfolio

$611Million | No. of Holdings #143

West Wealth Group, LLC Performance

2026 Q2+11.95%
YTD+9.57%
2025+14.22%

About West Wealth Group, LLC and 13F Hedge Fund Stock Holdings

West Wealth Group, LLC is a hedge fund based in Irvine, CA. On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Wealth Group, LLC reported an equity portfolio of $611.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of West Wealth Group, LLC are BIL, IJR, IJR. The fund has invested 14.5% of it's portfolio in SPDR SERIES TRUST and 10.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), JANUS DETROIT STR TR (JAAA) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), INVESCO QQQ TR (QQQ) and SCHWAB STRATEGIC TR (FNDA). West Wealth Group, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), MICRON TECHNOLOGY INC (MU) and SPACE EXPLORATION TECHN CORP. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL).
West Wealth Group, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$611Million
  as of Aug 06, 2026

West Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that West Wealth Group, LLC made a return of 11.95% in the last quarter. In trailing 12 months, it's portfolio return was 16.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust4,301,860
micron technology inc675,510
space exploration techn corp465,423
vanguard index fds399,586
bristol-myers squibb co336,121
intel corp334,540
vanguard specialized funds333,689
lowes cos inc275,297
New stocks bought by West Wealth Group, LLC

Additions

Ticker% Inc.
vanguard world fd727
ishares tr229
spdr series trust79.1
ishares tr52.12
ishares tr36.51
ishares tr35.63
eli lilly & co30.32
global x fds27.95
Additions to existing portfolio by West Wealth Group, LLC

Reductions

Ticker% Reduced
ishares tr-62.47
ishares tr-56.25
invesco qqq tr-39.96
schwab strategic tr-30.58
ishares tr-22.26
j p morgan exchange traded f-21.64
blackrock etf trust-20.55
spdr index shs fds-20.13
West Wealth Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
j p morgan exchange traded f-11,663,000
janus detroit str tr-254,405
j p morgan exchange traded f-222,555
ishares tr-207,010
West Wealth Group, LLC got rid off the above stocks

Sector Distribution

West Wealth Group, LLC has about 86.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Consumer Cyclical
Sector%
Others86.7
Technology7.2
Utilities1.4
Consumer Cyclical1.3

Market Cap. Distribution

West Wealth Group, LLC has about 13.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.7
MEGA-CAP11.3
LARGE-CAP2

Stocks belong to which Index?

About 13.2% of the stocks held by West Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others86.9
S&P 50011.8
RUSSELL 20001.4
Top 5 Winners (%)%
AMD
advanced micro devices inc
178.9 %
DELL
dell technologies inc
150.6 %
STX
seagate technology hldngs pl
145.5 %
AMAT
applied matls inc
111.2 %
LRCX
lam research corp
102.7 %
Top 5 Winners ($)$
IJR
ishares tr
11.7 M
BECO
blackrock etf trust
9.5 M
BIL
spdr series trust
8.9 M
BECO
blackrock etf trust
6.5 M
BECO
blackrock etf trust
6.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
T
at&t inc
-28.2 %
NFLX
netflix inc.
-25.3 %
NOC
northrop grumman corp
-25.1 %
XOM
exxon mobil corp
-18.8 %
Top 5 Losers ($)$
BITS
global x fds
-2.0 M
VAW
vanguard world fd
-1.6 M
IAU
ishares gold tr
-0.4 M
XOM
exxon mobil corp
-0.2 M
NFLX
netflix inc.
-0.1 M

West Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of West Wealth Group, LLC

West Wealth Group, LLC has 143 stocks in it's portfolio. About 67.3% of the portfolio is in top 10 stocks. BITS proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for West Wealth Group, LLC last quarter.

$611.27MTotal Value
147Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of West Wealth Group, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Wealth Group, LLC's holding in Ishares Tr over time
3.63%384,830
$22.18M
3.63%
increased 15.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Wealth Group, LLC's holding in Ishares Tr over time
1.75%86,072
$10.71M
1.75%
increased 229.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Wealth Group, LLC's holding in Ishares Tr over time
1.24%98,735
$7.56M
1.24%
decreased 62.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Wealth Group, LLC's holding in Ishares Tr over time
0.08%3,554
$506.2K
0.08%
decreased 5.7 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Wealth Group, LLC's holding in Ishares Tr over time
0.06%4,636
$370.8K
0.06%
increased 35.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Wealth Group, LLC's holding in Ishares Tr over time
0.05%2,833
$304.9K
0.05%
decreased 56.25 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
West Wealth Group, LLC's holding in Ishares Tr over time
3.54%468,155
$21.61M
3.54%
increased 9.37 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
West Wealth Group, LLC's holding in Ishares Tr over time
0.12%9,817
$744.1K
0.12%
decreased 9.6 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
West Wealth Group, LLC's holding in Ishares Tr over time
0.04%4,576
$214.7K
0.04%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
West Wealth Group, LLC's holding in American Centy Etf Tr over time
0.19%9,280
$1.16M
0.19%
decreased 1.58 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
West Wealth Group, LLC's holding in American Centy Etf Tr over time
0.12%7,903
$720.9K
0.12%
increased 0.3 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
West Wealth Group, LLC's holding in American Centy Etf Tr over time
0.09%5,764
$556.2K
0.09%
increased 0.56 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
West Wealth Group, LLC's holding in Ishares Tr over time
0.25%9,303
$1.52M
0.25%
decreased 1.74 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
West Wealth Group, LLC's holding in Ishares Tr over time
0.06%7,819
$352.7K
0.06%
increased 3.37 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
West Wealth Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off